Our Services
General Office Administration
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Email & diary management
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Social media management
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Managing correspondence
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CRM management and data entry
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Proofreading
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Organise events
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Transcription
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Mailshots and email campaigns
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Liaise with clients and third parties
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Answering telephones and client enquiries
SJP Specialist Support
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Post meeting letters
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Suitability reports and Paraplanning (not all areas)
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Carry out calculations, CGT, IHT, chargeable gains and other potential tax liabilities
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EBS Submission
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Cash flow models
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Ensure client correspondence, e-mails and phone calls are resolved
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Salesforce management
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Issue / chase LOA’s, collate data
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General servicing requests
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IDV Checks, Tax Residency Self Cert Forms• AML Due Diligence form
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Requests to crystallise benefits, Drawdown reviews
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Investment withdrawals, changes to regular income or withdrawals
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Investor return reports
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Fund switches/redirections (FSS)
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Pre populate forms / Issue via DocuSign
Financial Services Admin Support
Financial Services Admin Support
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Post meeting letters
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Suitability reports and Paraplanning (not all areas)
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Carry out calculations, CGT, IHT, chargeable gains and other potential tax liabilities
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Cash flow modelling
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Ensure client correspondence, e-mails and phone calls are resolved
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CRM management
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Issue / chase LOA’s, collate data
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General servicing requests
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Identity Checks, Tax Residency Self Cert Forms,Anti Money Laundering Due Diligence forms
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Requests to crystallise benefits, Drawdown reviews
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Investment withdrawals, changes to regular income or withdrawals
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Fund switches/redirections (FSS)
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Pre populate forms / Issue via DocuSign​
